by Robert Gottliebsen New ingredients are emerging that look set to generate a surplus of apartments in Sydney in two or three years – the first time that has happened for a long time. The two new ingredients are the emergence of Chinese developers and a ... Read more
Federal Government confirms its super and tax plans
The Coalition Government has confirmed its position on a range of previously announced super and tax issues, as part of its mid-year economic and fiscal outlook. To help you understand how this may affect you, we’ve summed up the key highlights below. Super Guarantee increase to be deferred ... Read more
The risks and rewards in the taper —Business Spectator
By Robert Gottliebsen The rules for the world's capital markets have now changed. Since the US began printing money vast sums have found their way into investment banks and have been distributed around the world – often chasing high yields in either Europe ... Read more
What if Qantas sold its frequent flyer program?
Turbulence ahead for Qantas's Frequent Flyer scheme? by David Flynn, editor of Australian Business Traveller Qantas's warning of a loss of up to $300 million over the past six months and even tougher times ahead, coupled with the dramatic (if not over-dramatised) downgrade to a "junk" credit ... Read more
The View —Understanding Australian Interest Rates
By John Abernethy, Chief Investment Officer at Clime Asset Management Wednesday, 4 December 2013 This week we will scan across some interesting charts which will give us an insight into the direction of interest rates in 2014. These charts will show the perversion of international bond ... Read more
A calmer eurozone still faces foreign risks
By Callam Pickering (Business Spectator) The financial risks from within the eurozone have declined this year but the external risks have increased, which is largely due to the uncertainty surrounding the Fed’s taper. According to the European Central Bank, systemic stress in ... Read more
The View — Reserve Bank charts a difficult outlook
John Abernethy, Chief Investment Officer at Clime Asset Management Wednesday, 20 November 2013 The recent release of the Reserve Bank of Australia (RBA) Economic Chart Book creates a good opportunity to review some key drivers of the Australian economy. More importantly, it allows us to put ... Read more
China leaders vow ‘deep reforms’
Dow Jones China's leaders endorsed a broad policy platform that called for a "decisive" role for markets and greater rights for its vast rural population, even as it reasserted Beijing's grip on the world's second-largest economy. The lengthy communique released at the end of ... Read more
A formula for long-term investing
by Hilary Natoff, co-Portfolio Manager of the Fidelity Global Demographics Fund November 2013 For most people, the challenge of investing at the outset is to accumulate wealth over a relatively long time. The job of the investment industry is to build strategies for these investors that ... Read more
The View by Clime Asset Management
Paul Zwi, Chairman, Portfolio Review Committee at Clime and David Walker, Head of Equities at StocksInValue Wednesday, 6 November 2013 In recent months The View has covered the US economy, government debt crisis and quantitative easing (QE) at length. As the relationship between growth, money ... Read more